Lawrence Bergenfield (@lbergenfield) 's Twitter Profile
Lawrence Bergenfield

@lbergenfield

Relentless. Passionate. Driven. Passionate for the things I believe and relentless for those I love.

ID: 15334637

linkhttp://lawrencebergenfield.com calendar_today06-07-2008 18:38:44

3,3K Tweet

942 Followers

814 Following

Anp🅰️nman (@spacanpanman) 's Twitter Profile Photo

$ASTS:🤯The power of AST SpaceMobile's financial model is unprecedented. Let's just look at the Commercial business which serves MNOs. 3.2B Subscriber TAM (52 MNOs) 10% Uptake Rate $4 Monthly ARPU =$1.28B Revenue Per Month =$15.4B Annual Revenue 🤔GM +90%, EBITDA Margin +85%

$ASTS:🤯The power of AST SpaceMobile's financial model is unprecedented. Let's just look at the Commercial business which serves MNOs.

3.2B Subscriber TAM (52 MNOs)
10% Uptake Rate
$4 Monthly ARPU
=$1.28B Revenue Per Month
=$15.4B Annual Revenue
🤔GM +90%, EBITDA Margin +85%
TRUMP ARMY (@trump_army_) 's Twitter Profile Photo

🚨BREAKING: Elon Musk has dropped a bombshell, publicly calling for the arrest of politicians involved in a massive money laundering scheme of taxpayer money through non-governmental organizations. He calls for Attorney General Pam Bondi to "put the hammer down" on the culprits.

Lawrence Bergenfield (@lbergenfield) 's Twitter Profile Photo

🚀📡 vs ⚛️🖥️ | $ASTS & $IONQ growth curves show striking parallels. Both on path to 10-yr+ billion-$ revenues, with gov’t contracts + TAM alignment. Could these be tomorrow’s $PLTR? #GoLong #SpaceMob #QuantumComputing #NextGenTech $PLTR

🚀📡 vs ⚛️🖥️ | $ASTS & $IONQ growth curves show striking parallels. Both on path to 10-yr+ billion-$ revenues, with gov’t contracts + TAM alignment. Could these be tomorrow’s $PLTR? #GoLong #SpaceMob #QuantumComputing #NextGenTech $PLTR
Lawrence Bergenfield (@lbergenfield) 's Twitter Profile Photo

TAM just did a 3x… SpaceX IPO market cap $1.5T. 75% of their rev comes from Starlink. $ASTS investors are at the right place at right time… with commercialization deals with major carriers in place. $ASTS Investors hold on to your seats (positions) we are gonna really take off

TAM just did a 3x… SpaceX IPO market cap $1.5T.  75% of their rev comes from Starlink. $ASTS investors are at the right place at right time… with commercialization deals with major carriers in place. $ASTS Investors hold on to your seats (positions) we are gonna really take off
Lawrence Bergenfield (@lbergenfield) 's Twitter Profile Photo

ASTS Math Class: Comp: SpaceX/Starlink + xAI = $1.25T val. Starlink grabs $11.8B of $15B rev (~75%). Deutsche Bank sees ASTS revenue at $4.5B ‘30 rev and others $14.65B. Discount Starlink’s multiple 38%… ASTS cap hits $465B on low rev forecast. From $36.92B now? 12.6x,

Lawrence Bergenfield (@lbergenfield) 's Twitter Profile Photo

for some reason $ASTS continues to get very little coverage on your network. Crazy since it’s up 2,502% over the last two years. If revenue targets meet Deutsche Bank 2030 projections, comps tell us this a minimum 10x from today’s price. Unless you guys like ‘dead zones’ on your